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Why the AI Trade Is Taking Over the Market
Stocks are coming off a strong run, but the market’s biggest story remains the same: artificial intelligence is pulling more money, attention, and earnings growth toward a narrow group of companies tied to chips, cloud infrastructure, and AI spending.
Chuck Zodda and Paul Lane break down why semiconductor stocks continue to dominate market performance, how strong earnings growth is helping offset concerns about oil prices and the Middle East, and why the S&P 500 is becoming increasingly dependent on the AI trade. They also discuss rising Treasury yields, World Cup planning challenges in…
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